Log in to Genius using valid credentials

Home Screen view

Menu

Our integration supports having multiple menus. Genius refers to menus as Groups.

To create a new Menu go to Groups > New

Enter Name

Set Start Date and End Date (if applicable)

Assign the Sections to be included in the Menu

Check the Available Online box

Note: This step is REQUIRED --if you only wish to have select Menus that are marked as Available Online visible on your Ordering Platforms, please inform Checkmate so that we can "whitelist" these menus.  If no menus are “whitelisted” all menus marked as Available Online will be visible in our system.

Click the Save icon

Menu Creation: Items

How to Add a New Item

Click on New

Update the New Item details (ex: name, price, description, etc)

Setting an Item Alternate Name

If you would like the item’s online name to be different from the POS name, enter the alternate name in the Short Name field and Save your changes.

Enable items to be visible online

All Groups, Sections, Items, and Modifiers that need to be included in the ordering platform menu(s) must be marked as available online by doing the following:

Note: Unchecking the “Available Online” checkbox will cause the Item NOT to be visible online

How to Delete an Item

Account Menu > Click on Items > Go to Search > Enter Item Name

Scroll down to the bottom of the page > Click on Bin Icon > Click on Save Icon

How to Add an Item Description

Account Menu > Click on Items > Click on New > Enter Item Name > Edit the description in the Description box > Click on Save Icon on the right bottom of the screen

 

How to Add an Image/photo to an Item

While photos can be added in the POS, for the direct sync integration, photos need to be uploaded and updated within the Checkmate Portal by performing the following steps:

Learn how to edit images/photos of an item from the Checkmate portal here.

How to Mark an Item/Modifier as “Sold Out”

Items and Modifiers must be marked Sold Out/Out of Stock directly in the Genius POS. Setting an item to "Out of Stock" in the POS automatically reflects this status in the Ordering Platform.

How to Sort Categories, Items, and Modifier Groups

Checkmate pulls items, modifier groups, and categories in alphabetic order, and sorting/arranging must be done in the Checkmate Portal

Learn how to arrange/sort items, modifier groups, and categories from the Checkmate portal here.

Menu Creation: Modifiers

How to Add a New Modifier

Account Menu > Click on Ingredients > Click on NEW > Enter Modifier Name in the Name box > Tag the modifier to a modifier group under Assigned Modifiers > Check the Available Online box > Click on Save Icon on the bottom right of the screen

How to Edit a Modifier

Account Menu > Click on Ingredients > Enter Modifier name in Search Bar > Select the Modifier > Edit details of Modifier > Click on Save Icon on the right bottom of the screen

How to Delete a Modifier

Account Menu > Click on Ingredients > Enter Modifier name in Search Bar > Select the Modifier > Scroll down to the bottom of the page and click on the Bin Icon >Click on Save Icon on the right bottom of the screen

Menu Creation: Modifier Groups

How to Add a Modifier Group

Account Menu > Click on Modifiers > Click on NEW > Enter new Modifier Group in the Name box >Tag the modifier to a modifier group under Ingredients > Enter the Name and Default Price for the modifiers > Check the Available Online box > Click on Save Icon on the bottom right of the screen

How to Delete a Modifier

Account Menu > Click on Modifiers > Enter Modifier name the Modifier Group is in the Search Bar > Select the Modifier > Scroll down to the bottom of the page and click on the Bin Icon of Modifier Group >Click on Save Icon on the right bottom of the screen

How to Set the Modifier Groups as “Required/Optional”

To set a modifier group as required, you must do so by setting the Min/Max set on the modifier group. If the Minimum choice is set as “greater than 0”, it automatically pulls it as “Required” and if there are no Minimum Choices (set as “0”), it automatically detects it as “Optional” in the system.

Menu Creation: Miscellaneous

How to Add a New Category to the Menu

Account Menu > Click on Sections > Click on NEW > Enter category name under Name field > Select and arrange Items under Assigned Items > Check the Available Online box > Click on Save Icon on the bottom right of the screen

How to Add Serving Size options

Account Menu > Click on Sizes > Click on NEW > Update the name(s) and prices(s) under Assigned Items > Check the Available Online box > Click on Save Icon on the bottom right of the screen

Managing Store hours

Learn how to efficiently manage your store’s delivery hours using the Checkmate portal. Below are the key tasks you can perform:

• Set/Update Delivery Hours: Customize your store’s regular delivery hours to align with your business needs.

• Set Special/Holiday Hours: Adjust your hours for holidays or special events to ensure your customers are informed.

• Mark the Location/Ordering Platform Online/Offline: Control when your store or specific ordering platforms are available to customers by toggling online or offline status.

• Set the Kitchen Prep Time: Define the kitchen preparation time to ensure accurate delivery estimates for your customers.

Note: Genius POS now recognizes the hours set in the Checkmate portal as the guide for online ordering. You only need to enable online ordering and select your desired menu(s) in Genius POS. The schedule in Genius POS will no longer affect order processing for integrated third-party orders. Ensure your store hours are correctly configured in the Checkmate portal.

How to Add Taxes

Checkmate pulls all Location-Level Taxes from the POS and totals them to arrive at the total location-level sales tax rate. For Example, if the taxes were set in the POS to be City Tax, 6.00%, County tax, 0.50%, and state Tax, 5.00%, they would be reflected in our system as the total 11.50% Location-Level Taxes.

Account Menu > Click on Taxes > Click on New > Update details > Click on Save Icon on the right bottom of the Screen

How to Add Alcohol Tags

All Alcoholic Beverages available for online ordering must be tagged using the Tag function.

Go to Account Menu > Click on Tags > Click on NEW > Enter Tag name under Name field > Select the Item(s) to which you wish to apply the tag under Assigned Items > Click on Save Icon on the right bottom of the Screen

You can also add tags in the Item itself by adding the appropriate tag in the Tag field.

The required tags for alcoholic items are:

How to Publish Changes

For changes made in the Genius POS → always click Save at the bottom of the screen in the POS

For changes made in the Checkmate Portal to be immediately reflected on your integrated ordering platforms→ always click Sync with POS. 

Clicking the "Sync with POS" button will automatically trigger the "Push to OP" process. During this process, the option to manually "Push to OP" will be temporarily disabled until the automatic push is completed. This measure ensures all data remains consistent and up-to-date across systems, preventing errors from multiple simultaneous operations. The process may take 5 to 10 minutes to complete.

Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.

Learn more about how to manage your Menu on Genius POS here.

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